+95.8%
PFE vs EQIX
+252.9%
-157.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.3% |
| 7D | -1.7% | +4.1% | -5.8% | -2.0% |
| 30D | +0.3% | +5.8% | -5.5% | -0.1% |
| 3M | +9.4% | -1.4% | +10.8% | +9.4% |
| 6M | +14.9% | -1.2% | +16.1% | +14.8% |
| YTD | +23.8% | +39.6% | -15.8% | +20.9% |
| 1Y | +19.5% | +36.8% | -17.3% | +16.9% |
| 3Y | +21.0% | +47.3% | -26.2% | +17.5% |
| 5Y | -23.9% | +50.1% | -74.0% | -26.5% |
| 10Y | +47.8% | +293.3% | -245.4% | +34.8% |
| All | +95.8% | +252.9% | -157.0% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling